Copperwynd Financial’s Okta OKTA Stock Holding History

Copperwynd Financial’s Portfolio OKTA Stock Details OKTA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-26,687	Closed	-$5.88M	–	126
2021 Q1	$5.88M	Buy	26,687 +1,015	+4%	+$255K	2.64%	13
2020 Q4	$6.53M	Buy	+25,672	New	+$6.1M	3.15%	11

Other funds holding OKTA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

DVC

Deer VIII & Co Larchmont, New York $3.56B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Copperwynd Financial's OKTA Position: Q2 2021 in Review

Copperwynd Financial sold out of Okta (OKTA) in Q2 2021, closing a stake of 26,687 shares — an estimated $5.88M sold.

Copperwynd Financial first reported a position in OKTA in Q4 2020 and held it in 2 quarters. The position peaked at $6.53M in Q4 2020. 700 funds tracked by Wall St. Rank hold OKTA as of Q2 2021.

Copperwynd Financial reported no remaining Okta position as of Q2 2021 after selling out during the quarter.
Copperwynd Financial sold 26,687 Okta shares in Q2 2021, an estimated $5.88M.
Copperwynd Financial first reported a position in Okta in Q4 2020 and held it in 2 quarters.
Copperwynd Financial's Okta position peaked at $6.53M in Q4 2020.
700 funds tracked by Wall St. Rank held Okta as of Q2 2021.

Based on Copperwynd Financial's 13F filing for Q2 2021, filed 12 Aug 2021.